External Wholesaler - Retirement Plans
Lincoln FinancialBaton Rouge, Louisiana, United States
Posted March 29, 2026
215000 - 480000 USD
Full Time
About the Company
Lincoln Financial helps people to confidently plan for their version of a successful future.
Job Description
As an External Wholesaler for Retirement Plan Services, you will develop and implement a business plan to achieve sales and growth goals for your assigned external wholesale area(s). You will build and direct relationships with firms and/or institutions in your assigned territory, and develop and maintain external wholesale sales programs/plans to increase sales revenue and market share.
Requirements
- 3-5 years' external sales experience in the financial services industry
- FINRA Series SIE, 6, 63, L&H
- Bachelor's degree or equivalent work experience
- Must reside in sales territory
- Analytical skills and close attention to detail
- Effective verbal and written communication skills
- Ability to adapt quickly in a changing work environment
Benefits
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Work arrangements that work for you
- Effective productivity/technology tools and training
